Example of Developing a Task that Assists with Adding an Opportunity and an Activity

The example in this topic describes how to develop a task that assists the user with adding a new opportunity and an activity for this opportunity. To develop this example, perform the following tasks:

1. Create or open a Developer Workspace – see Create or Open a Workspace

2. Creating the Task

3. Creating the Transient Business Component

4. Creating the Picklist

5. Creating the Task Applet

6. Adding the Task Applet to the View

7. Creating the Task View

8. Revising the Task

9. Creating the Condition Criteria

10. Validate the task in the Developer Workspace – see Validating a Task

11. (Optional) Preview and inspect the task in the Developer Workspace – see Inspecting a Task

12. Deliver the task - see Delivering a Task.

13. Verifying the Functionality of the Task

In this example, the user uses a task to enter information in the fields of an opportunity. Siebel CRM displays a radio button group that allows the user to choose to add an activity. Siebel CRM stores this choice as transient data, so you use a transient business component and a task applet. For more information, see Overview of Transient Data.